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卡特彼勒調高2026年銷售成長預期，第一季業績超乎預期

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-- 卡特彼勒（CAT）週四上調了全年銷售成長預期，此前這家重型設備製造商公佈的第一季業績超出市場預期。 該公司在財報發布會上表示，預計2026年銷售額和收入將實現兩位數低段成長。此前，該公司預計銷售額將達到其5%至7%複合年增長率目標的上限附近。 FactSet目前的市場共識是，卡特彼勒的銷售額將達到741億美元。 根據FactSet的財報電話會議記錄，即將上任的首席財務官凱爾·埃普利在財報電話會議上表示：“我們上調全年銷售額和收入預期主要得益於用戶銷售的強勁增長。我們預計所有主要業務部門的銷售額都將實現強勁增長，這主要得益於銷量和價格的上漲。” 卡特彼勒股價週四上漲8.4%。今年以來，該股已累計上漲53%。 預計2026年新增關稅成本將為22億至24億美元，低於先前約26億美元的預期。 「自1月以來，基於美國最高法院近期對關稅的裁決，我們對第二至第四季關稅成本的預期沒有顯著變化，」埃普利在電話會議上表示。 “我們預計將在今年下半年加大力度，以降低關稅成本。” 今年2月，最高法院裁定唐納德·川普總統根據《國際緊急經濟權力法》實施的對等關稅無效。 卡特彼勒公司公佈的第一季調整後每股收益為5.54美元，高於去年同期的4.25美元，也高於華爾街先前預期的4.65美元。銷售額和營收成長22%至174.2億美元，超過分析師平均預期的165.3億美元。 該公司將營收成長主要歸功於23億美元的銷售成長，這主要得益於經銷商庫存的變化、終端用戶設備銷售的強勁成長以及4.26億美元的有利價格實現。 電力和能源業務的銷售額成長22%至70.3億美元，建築業業務成長38%至71.6億美元。資源產業銷售額為38億美元，高於去年同期的36.6億美元。 卡特彼勒預計第二季銷售額將年增。華爾街預期為183.3億美元。該公司還預測關稅成本約為7億美元。

Price: $877.66, Change: $+67.61, Percent Change: +8.35%

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